10 Best S&P Stocks So Far in 2012

Homebuilders blow up through Q3. Will it last?

#4: Lennar

YTD Performance: +86%

Another homebuilder on this list is Lennar (NYSE:LEN). Like the aforementioned D.R. Horton (NYSE:DHI), this company has benefited from the perception of a bottom in housing and a strong rebound in its fundamentals.

Consider it just reported EPS of $2.06 for its fiscal Q2, when previous forecasts were for roughly 97 cents a share for the current fiscal year. That’s certainly reason for investors to be enthusiastic.